See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $35,746 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,493 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $19,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,916 | $63,745+141.5% | $98,442+56.4% | $79,386+93.9% |
| Participation rate | 90.1% | 69.9%+20.2pp | 73.3%+16.7pp | 70.7%+19.4pp |
| Annual return | 34.16% | 625.80%-591.6pp | 1492.73%-1458.6pp | 116.85%-82.7pp |
| Employer contribution / active EE | $5,332 | $2,557+108.5% | $2,960+80.1% | $2,427+119.6% |
| Participant deferral / active EE | $7,292 | $3,303+120.8% | $4,276+70.5% | $4,046+80.3% |
| Admin fee / account holder | $422 | $516-18.1% | $5,949-92.9% | $626-32.6% |